STOCKSWATCH / RESEARCH WORKFLOW PACK
Pick up your research.
Not the pieces.
A set of editable templates and a worked example for keeping sources, assumptions, and revisions together. Leave a clear trail for the next time you return.
No email required. Plain-text Markdown. Open in any text editor.
01 / A SYSTEM FOR RETURNING
The value is in
the trail you leave.
Knowing where a number came from is only the beginning. You also need its definition, what it fails to establish, and a record of why your interpretation changed.
The pack follows one question from the initial brief through source review to a short memo and a future handoff. It is designed for readers who want to maintain their own notes, rather than receive a finished investment opinion.
02 / INSIDE THE PACK
One workflow. Ten useful files.
Use the complete sequence
or just the templates you need.
- 01
Start here
Choose a research question, make a working copy, and follow the first-review walkthrough.
- 02
Research brief
Define the question, scope, evidence threshold, and boundaries before collecting information.
- 03
Evidence register
Connect claims to sources, definitions, dates, units, and any conflicting evidence.
- 04
Assumptions & contradictions
Document what you infer, what would change your view, and where sources disagree.
- 05
Quarterly review
Compare like-for-like reporting periods and prepare a short, traceable research memo.
- 06
Change log & handoff
Keep a history of revisions and leave clear next steps for your future self.
- 07
AI verification workflow
Use a bounded extraction prompt and audit its output against the original text.
- 08
Worked example
Follow a fictional company from source excerpts to evidence, contradictions, and a qualified conclusion.
- 09
Operating routine
Set review triggers, file conventions, maintenance limits, and a repeatable quality check.
- 10
Use & support guide
Understand the file format, permitted use, product boundaries, and troubleshooting steps.
03 / A WORKED EXAMPLE
A good answer can include
“we don’t know yet.”
FICTIONAL TEACHING MATERIAL
Not NBIS or live market data.
Revenue was USD 18 million for the quarter, compared with USD 12 million in the same quarter of the prior year.
Original fictional excerpt for this exercise. Same period length and revenue definition.
Revenue increased by USD 6 million, or 50%.
(18 − 12) ÷ 12 × 100 = 50%
The excerpt does not establish why revenue increased. The cause remains an open question.
The full example adds a capacity disclosure and a later correction. Follow the evidence records, revised calculation, contradiction log, and a memo that preserves what remains unknown.
04 / START WHERE YOU ARE
The free kit may be all you need.
Free Research Kit
A single editable document with the core checklists, source log, assumption register, and change log.
Best for trying the method or keeping a compact set of notes.
Get the free kit ↗Research Workflow Pack
Separate, reusable templates with detailed prompts, a quarterly memo, correction handling, a handoff routine, and a complete fictional example.
Best for readers who want a more structured review process.
Try the free sample ↓BEFORE YOU DECIDE
Clear expectations.
Can I buy the pack now?
No. This is a product preview and the USD 19 price is proposed. Sales are not open. The free sample and research kit are available now without an account.
Is this a spreadsheet, course, or data service?
No. It is a set of plain-text Markdown documents in a ZIP archive. There are no spreadsheet models, videos, live feeds, or software subscriptions.
Do I need an AI tool?
No. AI verification is an optional part of the workflow. You can complete every research template through manual source review.
What is not included?
Stock picks, current market data, personalized advice, automatic research, custom consulting, and lifetime updates are not included. The pack helps organize research; it does not guarantee accuracy, time savings, or financial outcomes.
How can I use the files?
The intended use is your own personal or internal business research. You can adapt the templates, but not resell or redistribute the pack as a competing product. Final purchase, refund, and support terms will be available before sales open.